Refined Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,313 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.

Quarter-by-quarter ownership
Refined Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,386,334
+8.7%
6,657
+14.9%
1.24%
+18.4%
Q2 2023$1,275,460
+22.1%
5,793
+17.0%
1.05%
+14.0%
Q1 2023$1,044,538
-12.2%
4,952
-15.1%
0.92%
-11.4%
Q4 2022$1,189,429
+11.9%
5,836
+3.2%
1.04%
+8.6%
Q3 2022$1,063,000
-4.4%
5,654
+0.1%
0.96%
-3.5%
Q2 2022$1,112,000
-11.3%
5,648
+7.2%
0.99%
-6.1%
Q1 2022$1,253,000
-75.7%
5,267
-74.0%
1.06%
-73.5%
Q4 2021$5,159,000
+9.2%
20,249
+1.5%
4.00%
+4.6%
Q3 2021$4,723,000
+2.1%
19,950
+2.3%
3.82%
-1.6%
Q2 2021$4,628,00019,5003.89%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders